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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$49.6M
3
+$37.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23M
5
AAPL icon
Apple
AAPL
+$21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.87%
2 Industrials 11.95%
3 Communication Services 7.18%
4 Financials 5.29%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6M 0.74%
+32,336
27
$5.59M 0.69%
+16,975
28
$5.58M 0.69%
+204,531
29
$5.48M 0.68%
+24,952
30
$5.24M 0.65%
281,104
+276,033
31
$5.23M 0.65%
+11,761
32
$5.03M 0.62%
+15,931
33
$4.86M 0.6%
+34,446
34
$4.74M 0.59%
+13,333
35
$4.35M 0.54%
+1,859
36
$3.99M 0.49%
+54,096
37
$3.94M 0.49%
+12,959
38
$3.64M 0.45%
+116,454
39
$3.4M 0.42%
+14,701
40
$3.38M 0.42%
+133,806
41
$3.34M 0.41%
+45,436
42
$3.12M 0.39%
+22,300
43
$2.93M 0.36%
+51,600
44
$2.65M 0.33%
+31,351
45
$2.46M 0.3%
+9,644
46
$2.42M 0.3%
+38,274
47
$2.42M 0.3%
+18,066
48
$2.31M 0.29%
+17,673
49
$2.24M 0.28%
+28,522
50
$2.18M 0.27%
+7,788
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